+270.9%
TRGP vs WU
-28.6%
+299.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -0.7% | -4.9% | +4.2% | -0.5% |
| 30D | +9.5% | -1.3% | +10.7% | +9.5% |
| 3M | +10.8% | -3.6% | +14.4% | +10.6% |
| 6M | +25.3% | -24.3% | +49.7% | +28.0% |
| YTD | +60.3% | -21.1% | +81.3% | +62.4% |
| 1Y | +84.6% | -10.3% | +94.9% | +82.8% |
| All | +270.9% | -28.6% | +299.5% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling